Achieve Financial Freedom With Professional Wealth Management
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture.
Whatever your goals, The Citta Group will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
At The Citta Group of RBC Dominion Securities, we deliver an all-encompassing wealth management approach to help you achieve your personal and financial goals in life. The wealth management approach gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want.
How we do it
In addition to investment advice and money management, our team will help you protect your lifestyle, plan your retirement and create an enduring legacy for future generations.
At The Citta Group of RBC Dominion Securities, we will help you design a complete, personalized financial road map to your goals, guiding you very step of the way.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Our Commitment
- Every client has a written, up-to-date Financial Plan
- Every client has an up-to-date Will
- Every client has had a comprehensive Estate Planning review
- Every client utilized tax-efficient investment strategies most beneficial to their own situation
- Every client has named a well-considered Executor and Power of Attorney, in a suitable jurisdiction, properly documented
- Every client has a personalized Investment Portfolio with a fully transparent fee structure
- Every client has been offered a fully digital experience, including online statements, tax documents, and remote meeting capabilities
